See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,003 | $107,791-64.7% | $90,645-58.1% | $135,375-71.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 3.53% | -0.90%+4.4pp | 1.88%+1.6pp | 519.73%-516.2pp |
| Employer contribution / active EE | $248 | $3,018-91.8% | $2,532-90.2% | $4,779-94.8% |
| Participant deferral / active EE | $621 | $3,872-84.0% | $3,425-81.9% | $5,609-88.9% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |